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Boulos Gouda Michael

Stewardship Wealth Management Solutions

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About Boulos Gouda Michael

Boulos Gouda Michael is a financial advisor with Stewardship Wealth Management Solutions, based in Huntington Beach, CA. Boulos has been in the financial industry since October 18, 2001, and has a strong track record of providing financial advice to individuals, high-net-worth individuals, and charitable organizations. Boulos's specializations include financial planning, investment management, and insurance products.

Firm Information

Boulos Michael is currently registered with Stewardship Wealth Management Solutions. Stewardship Wealth Management Solutions is a financial advisory firm headquartered in Huntington Beach, California. They provide financial planning, pension consulting, and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. The firm has approximately $110 million in regulatory assets under management.
Stewardship Wealth Management Solutions

101 MAIN STREET

HUNTINGTON BEACH, CA 92648

$110.43M

Assets Under Management

5

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Boulos Michael’s Registration & Firm History

CA

02/02/2023 - Present

Stewardship Wealth Management Solutions (HUNTINGTON BEACH CA)

CA

10/18/2001 - 02/08/2023

AMERIPRISE FINANCIAL SERVICES, LLC (HUNTINGTON BEACH CA)

MN

10/18/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/25/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Boulos Gouda Michael.
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